The hardest part of introducing a new opportunity to clients is starting the conversation in the first place. The wrong words can set you back, but the right words can unlock a world of opportunities for both parties. It helps to have a step-by-step gu…
We know your customer’s experience is directly tied to your payment strategy. Better experiences will equal better conversions. Mobile, e-wallet, fraud prevention and compliance are all top of mind. Where do you start? Learn from 484 of your peer…
When bringing up premium financing as a way of funding IULs, you often get pushback because clients don’t have a full understanding of the strategy’s benefits. This is especially true of your HNW clients because they desire high-retur…
Stop blending in with your competitors and sending the same tired marketing to bored prospects. Use proven automated marketing and a new prospecting formula to build your business. Download this guide to discover how to dominate your niche with done…
Date: Thursday, July 18, 2019 Time: 2 pm ET | 11 am PT Pay equity discussions have seen a resurgence in recent years, as an influx in publicity is spurring attention and action. In turn, the pay equity legal landscape is evolving for in-hous…
As the insurance industry continues to undergo massive change, traditional product lines are being abandoned, the boundaries between others are blurring, and new players are emerging to disrupt the market. To succeed, you must know how to innovate…
Date: Thursday, July 11, 2019 Time: 2 p.m. ET |11 a.m. PT As the corporate legal department changes, GCs and in-house lawyers have an opportunity to work closer with CFOs and finance professionals to manage legal cost and risk in novel ways …
What if, as a product owner in the travel and leisure industry you could design and implement your own travel insurance products? What if those products automatically paid out to your customers without them having to go through a claims proce…
Digitally native, millennials have high expectations for online experiences. They want personalised customer engagement with vendors with more than 83% feeling the experience a company provides is just as important as its products. Offering lik…
For years, financial advisors have sought the freedom and control that comes with going independent as a Registered Investment Advisor (RIA). The model gives advisors more flexibility in how they can serve their clients and grow their businesses. Custo…
